McDonald Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $4M | Sell |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $4.53M | Buy |
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|
2024
Q1 | $5.2M | Sell |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $4M | Buy |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.88M | Buy |
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|
2020
Q4 | $2.46M | Buy |
|